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    Head of Investment Strategy, Family Office, London - Logan Sinclair

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    Full time
    Description

    Key Responsibilities:

    • Define investment policy, strategic asset allocation, and tactical investment strategy
    • Produce global macro-economic and market trends, monitor portfolio performance, and formulate investment views and tactical ideas.
    • Lead the origination and due diligence of new investment ideas both direct (equity and fixed income) as well as through third party fund managers
    • Conduct in-depth due-diligence on external third-party managers
    • Overall Portfolio Management responsibilities, monitoring of portfolio holdings across risk and liquidity management
    • Leading regular investment appraisal and discussions with the investment team
    • Leading pitches to the investment committee and family.


    Key Requirements:

    • 15-20+ years of proven track record of multi-asset investing
    • Bachelor's or Master's degree in Finance, Economics, or a related field.
    • Relevant additional certifications (e.g.CFA) preferred.
    • Strong understanding of micro and macroeconomic concepts
    • Quantitative /modelling experience beneficial
    • Excellent communication and presentation skills, capable of producing insightful reports and leading discussions with investment committees and teams.

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